Lion-OCBC Securities Singapore Low Carbon ETF - LGIDirect

Let's Talk Trends

Let's Talk Trends

Lion-OCBC Securities Singapore Low Carbon ETF

00:00 / 23.04

Our Lion-OCBC Securities Singapore Low Carbon ETF was listed on the Singapore Exchange on 28 April 2022! This is the first low carbon ETF in Singapore. It tracks the iEdge-OCBC Singapore Low Carbon Select 50 Capped Index, which consists of the top 50 companies by free-float market capitalisation that are i) representative of Singapore’s real and financial economy and ii) have a lower carbon footprint and involvement in fossil fuels. The index provides investors with an effective tool for limiting the exposure of their portfolios to carbon risk. In the episode, we have Lim Yuin (Chief Investment Strategist) and Ong Xun Xiang (ETF product specialist) with us to answer all the burning questions related to the ETF. We also discussed how investors may be positioned to capitalize on opportunities on the back of Singapore’s decarbonisation journey, to do good for their portfolio and our planet.

*This episode was pre-recorded on 18 April 2022.

Tagged Sustainability

Comparing the TER cost for 20 years

Here’s the difference a low cost advantage makes to cost savings

1.0%
p.a.
1.5%
p.a.
2.0%
p.a.

Here's how much you pay

$190,272.13
Selected TER 1.00% p.a.

$99,912.57
LionGlobal All Seasons Fund 0.5% p.a.

By investing a fund with low TER

You may save $90,359.56 over 20 years based on an initial investment of $1,000,000 compared with a TER of 0.5% p.a.

It is enough to provide for a monthly expenditure of $3,000 over the next 2 years and 6 months.

Here's how much you pay

$271,950.61
Selected TER 1.50% p.a.

$99,912.57
LionGlobal All Seasons Fund 0.5% p.a.

By investing a fund with low TER

You may save $172,038.04 over 20 years based on an initial investment of $1,000,000 compared with a TER of 0.5% p.a.

It is enough to provide for a monthly expenditure of $3,000 over the next 4 years and 9 months.

Here's how much you pay

$345,744.19
Selected TER 2.00% p.a.

$99,912.57
LionGlobal All Seasons Fund 0.5% p.a.

By investing a fund with low TER

You may save $ 245,831.62 over 20 years based on an initial investment of $1,000,000 compared with a TER of 0.5% p.a.

It is enough to provide for a monthly expenditure of $3,000 over the next 6 years and 9 months.

TER (Total Expense Ratio) is the sum of various identified operating expenses charged on an ongoing basis to the fund’s assets as a percentage of the fund’s average net asset value calculated over a 12-month period at the close of the annual and semi-annual financial statements of the fund for all the p.a. tabs (1.0%, 1.5%, 2.0%).

The above scenarios are for illustration purpose only. Past performance, as well as any prediction, projection or forecast on the economy, securities market or the economic trends of the markets are not necessarily indicative of the future or likely performance of the funds. Calculations based purely on costs with no market movement or investment returns.